Editor and founder of Global-Investing.com
Contributor's Links: Global Investing

Vivian Lewis is editor and founder of Global-Investing.com, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competence to the business of picking foreign stocks.

After graduating from Harvard magna cum ... more

ALL CONTRIBUTIONS

E Model Portfolios Updated
Thanks in part to my special report on Benitec the BTEBY share is now showing a gain. The Down Under management is a bit overwhelmed by the trigger-happy US market but they are quick learners.
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E Global Investing Update
China caused waves across our portfolio. First of all, in an admission that something was needed to set GNP growth back on track, China cut interest rates in a new stimulus initiative.
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E Going Green And Saving Green
Today we consider a way to play cheap fuel prices which directly offsets one of our oil plays. Plus, we plan to take the train. And we report on global energy, pharma and food stock happenings.
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E Special Report: Benitec Biopharma Ltd.
This special report is about Benitec, a stock we recommend, after I spent the morning at its US Investor Day.
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E Ethics Matter
This truncated brief blog is about ethics.
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E Bad IR Opportunities
While US company brass get early experience in massaging news, this is not instinctive among foreign companies with American Depositary Receipts listed in this country.
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Comments

Latest Comments
Abe Calls Election Because Of Revolt In Ruling Coalition
7 years ago

How do you get to Abe being a black swan? if you can forecast something it is not a black swan. and you are forecasting it, however flakily.

Seiwa Kai is US puppet group? ostensibly headed by Nakasone?

this is of a piece with conspiracy theories about 9/11 and the Kennedy assassination.

Riksbank And Abba
7 years ago

GTOMY was recommended by Harry Geisel, one of my wise contributors and of course we worried about the Apple challenge. Now that my two local drug stores have said they won't take Apple cash so I think maybe Gemalto has a future after all. I bought more. We also have another share in the payments space, but at a much lower level, Vodafone, the UK cell firm which operates Safaricom in Kenya, developer of M-Pesa

In this article: CZZ, NVS, PT, SLB, ATONY, DNACF, GBTZF, GTOMY, ABGB
Riksbank And Abba
7 years ago

Hi Mr Banks

I am not enthusiastic about Sweden but I did think that the Riksbank cut of its

interest rate to zero was news-worthy.

You also commented earlier on an old article in which I compared the now dead

Ukraine cease-fire accord with Russia to the Munich Agreement. My comments were overtaken by events. that is the problem with doing a daily blog.

If you want to help me cover the Untrue North (the True North is Canada) you may want to let me know. I have a Dane who write appalling English, a

very rare phenomenon, but he mainly writes company news, not big picture stuff which seems to be your forte.

But before that, tell me how someone with such an Anglo-Saxon name was educated in Sweden?

In this article: CZZ, NVS, PT, SLB, ATONY, DNACF, GBTZF, GTOMY, ABGB
Near-Term Dollar Outlook
7 years ago

dear Mr. Chandler

for a non-specialist there are too many unknown acronyms and abbreviations: TLTRO, CRB, MOVE.

Moreover your point 2 in observations above doesn't scan: All of the currency futures tracked here so a decline in the gross long positions.

I think you mean not so but show so if you are dictating these notes you should read them over before they go out.

your fellow contributor, and someone needing FX advice,

vivian@global-investing.com

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